Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i WisdomTree Trust - WisdomTree Managed Futures Strategy Fund, omfatter Discipline Wealth Solutions, LLC, og Sowell Financial Services LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14.278 | 71,43 | 1 | |||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 12.977 | 458 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 39.593 | 7,07 | 1 | 0,00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 3.462 | 122 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5.275 | 59,99 | 186 | 66,07 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3.061 | 1,02 | 108 | 4,85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.057.295 | 4,11 | 37.329 | 7,70 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6.626 | 234 | ||||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 13.790 | 487 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1.642 | 356,11 | 58 | 375,00 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 283 | 13,20 | 10 | 12,50 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 28.512 | 9,28 | 1.007 | 13,03 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 15.247 | 21,49 | 538 | 25,70 | ||||
| 2025-08-14 | 13F | Css Llc/il | 15.050 | 0,01 | 531 | 3,51 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 77.289 | 37,89 | 2.729 | 42,60 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 14.551 | 10,63 | 514 | 14,51 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 6.024 | 213 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 265.955 | 76,14 | 9.390 | 82,20 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 7.485 | 20,38 | 264 | 24,53 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17.075 | 9,41 | 603 | 13,16 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 59.627 | 1,85 | 2.105 | 5,36 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 144.674 | 1,03 | 5.108 | 4,50 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 11.756 | 415 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 250 | 706,45 | 9 | 700,00 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 270.389 | 1,24 | 9.546 | 4,73 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 10.984 | 13,44 | 388 | 17,27 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 82.418 | 148,03 | 2.910 | 156,53 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 9.344 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 6.540 | 0,28 | 231 | 3,60 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 312.069 | 0,78 | 11.018 | 4,25 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 132 | 5 | ||||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 12.237 | 2,05 | 432 | 5,62 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 87.984 | 1,74 | 3.106 | 5,25 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 20.734 | 17,79 | 732 | 22,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 222 | 8 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 28.979 | 144,82 | 1 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25.682 | 17,12 | 907 | 21,12 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1.266 | 1,85 | 45 | 4,76 |
